• HSLogo_color
  • aircall_logo_default_rgb-May-07-2021-05-33-43-13-PM

Free Sales Plan Template

Free Template


Outline your company's sales strategy in one simple, coherent plan by HubSpot and Aircall.

Outline your company's sales strategy in one simple, coherent plan.

Sales departments are doubling down their efforts. Only 18% of buyers trust salespeople, meaning that sales teams need to work smarter, not just harder. How can sales leaders ensure this happens?

A sales plan is an actionable way to simplify and document your sales goals and your strategies to accomplish them. Budgets, marketing strategy, positioning, and other topics are explained in detail as well. 

Download this template from HubSpot and Aircall, and build your sales plan. Make it simple for your team, direct reports, and execs to understand what your goals are, how you'll accomplish them, and any support you'll need. 


  • Set your targets and goals, create your sales strategies, choose sales tactics and train your sales staff, set your budget and implement your plan.

  • We will always keep your personal information safe. We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the HubSpot site to your needs; (b) send information to you that we think may be of interest to you by email or other means; (c) send you marketing communications that we think may be of value to you. You can read more about our privacy policy here.

  • Creating an effective sales plan: define your objectives, assign roles and responsibilities to the sales team, create your strategy, find your sales tools, define your metrics for success, set your budget, outline our action plan.

  • Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

  • Step-by-step guide to creating your sales plan: set your target, assess the situation, identify barriers to success, list your strengths and resources, develop your sales strategy, figure out what you will need for your strategy, make an action plan.

  • Four basic sales strategies for B2B are solution selling, account-based selling, strategic selling, and social selling.

Over 32,000 sales leaders and entrepreneurs are already using this sales plan template.

HubSpot uses the information you provide to us to contact you about our relevant content, products, and services. HubSpot will share the information you provide to us with the following partners, who will use your information for similar purposes: Aircall. You can unsubscribe from communications from HubSpot at any time. For more information, check out HubSpot's Privacy Policy. To unsubscribe from Aircall's communications, see Aircall's Privacy Policy.